Investment Capabilities
Ampersand actively manages multiple portfolios on a sub-advisory level as well as specific institutional services for family groups, trusts, charitable foundations, and pension funds.
We also specialize in the construction, implementation and monitoring of bespoke multi-manager portfolios as well as the evaluation of traditional equity and fixed income strategies within an overall portfolio construction framework.
Averaging 25 years of institutional investment and structuring experience, the Ampersand team has deep research capabilities and a strong track record managing large, multi-manager portfolios across the entire spectrum of asset management.
ASSET MANAGEMENT
We are pioneers in developing investor-friendly alternatives, such as creating the first multi-strategy managed futures mutual fund (2009). We started with managed futures because we believe they are the single most powerful diversifier for a portfolio of stocks and bonds.
With a deep research culture, our mission is to bring the potential benefits of alternatives to institutions and individuals by offering diverse investment strategies that can help meet the unique goals of each investor. We are currently actively managing the following mutual fund strategies:
Sub-Advised Funds
INSTITUTIONAL SERVICES
Our global investment capabilities along with our breadth of expertise allows us to offer institutions and sovereign clients bespoke investment opportunities.
The Ampersand private and independent ownership model appeals to investors that place an emphasis on confidentiality, while our focus on innovative investment management helps aligns our goals with those of our clients.
1 - 2020 Lipper Fund Award - Best Alternative Long/Short Equity Fund - Granted to fund in each Lipper classification that achieve the highest score for Consistent Return, a measure of funds' historical risk-adjusted returns, relative to peers. Fund awarded for Best Alternative Long/Short Equity Fund over five years in 2020.
2 - 2019 Managed Futures Pinnacle Award - Best Multi-Manager Managed Futures Fund - The 2019 Managed Futures Pinnacle Awards, presented by CME Group and BarclayHedge, recognize excellence exclusively in the managed futures space.